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iShares S&P 500 Growth ETF
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Overview Fund Activity

749 hedge funds and large institutions have $12.8B invested in iShares S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 242 increasing their positions, 257 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+16
Holders Change %
+2.18%
% of All Funds
17.17%
Holding in Top 10
83
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.06%
% of All Funds
1.9%
New
58
Increased
242
Reduced
257
Closed
38
Calls
$4.32M
Puts
$3.35M
Net Calls
+$971K
Net Calls Change
-$2.16M

Top Buyers

1
TAIM
TD Ameritrade Investment Management
Nebraska
+$467M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$42.1M
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$41.2M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$40.3M
5
Goldman Sachs
Goldman Sachs
New York
+$32.7M

Top Sellers

1
VA
Valmark Advisers
Ohio
-$138M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$76.1M
3
HNB
Huntington National Bank
Ohio
-$71.3M
4
Wells Fargo
Wells Fargo
California
-$45.1M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$78.1M -$3.47M -85,456 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$78M +$40.3M +990,584 +107%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$77.2M +$8.87M +218,172 +13%
HNB
29
Huntington National Bank
Ohio
$72.9M -$71.3M – –
CC
30
Courier Capital
New York
$69.1M -$216K -5,316 -0.3%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$69M +$7.46M +183,624 +12%
RFC
32
Regions Financial Corp
Alabama
$66.4M +$3.5M +86,056 +6%
US Bancorp
33
US Bancorp
Minnesota
$60.3M +$4.83M +118,740 +9%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$60M +$994K +24,456 +2%
AG
35
Advisor Group
Arizona
$59.7M -$25.6M -629,324 -30%
UCFA
36
United Capital Financial Advisors
Texas
$57.2M +$636K +15,644 +1%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$46.5M -$76.1M -1,872,572 -62%
FHB
38
First Hawaiian Bank
Hawaii
$43.7M -$831K -20,432 -2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$42.3M +$3.03M +74,556 +8%
LI
40
LVZ Inc
Michigan
$42.3M +$1.67M +41,116 +4%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$42.2M -$2.25M -55,256 -5%
Lido Advisors
42
Lido Advisors
California
$40.2M +$8.7M +213,900 +28%
MMA
43
Miracle Mile Advisors
California
$39.3M +$444K +10,916 +1%
1IA
44
1834 Investment Advisors
Wisconsin
$37.3M +$692K +17,028 +2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$36.4M +$6.92M +170,256 +24%
CWM
46
Calamos Wealth Management
Illinois
$33.9M +$5.85M +143,928 +21%
SPC
47
Sigma Planning Corp
Michigan
$32.5M +$5.16M +126,908 +19%
SEI Investments
48
SEI Investments
Pennsylvania
$32.3M -$1.93M -47,464 -6%
Mariner
49
Mariner
Kansas
$31.5M +$2.13M +52,340 +7%
SB
50
Suntrust Banks
Georgia
$31M +$2.42M +59,516 +8%
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